近日，网宿科技旗下品牌网宿安全正式发布《2024年度网络安全态势报告》（以下简称《报告》）。报告基于其服务金融、政务、制造等数十个行业的 攻防数据，对过去一年企业Web安全、办公安全等领域的攻击态势与防御技术进行分析，并系统性提出"AI驱动的体系化主动安全"理念，为企业在AI浪潮下 的安全建设提供可落地的实施路径。 资产暴露面风险激增，"AI"正在成为最锋利的"茅" 2024年，数字化转型浪潮下企业资产暴露面风险急剧扩大。 《报告》显示，全球新增CVE漏洞首次突破4万大关，高危漏洞占比高达67.98%。国产软件漏洞利用攻击持续攀升，主要针对协同办公、内容管理和企 业资源规划三大类系统。22、3389、443等关键端口的暴露量更达亿级规模。攻击者正沿"暴露面突破→应用层渗透→终端横向移动"的路径重构攻击链。 其中，最引人关注的是AI系统自身脆弱性引发的安全风险，以及AI技术被不当利用衍生的安全风险。网宿安全主机安全平台测绘到，2024年热门AI类 应用CVE漏洞新增了250个，同比增长36%，增速超过了整体CVE漏洞的增长。而提示词注入攻击作为位居首位的AI应用特有风险，也已从最初的诱导模型 泄露敏感信息，升级 ...

Core Insights - The report by IDC indicates that the Chinese edge cloud market is projected to reach a total scale of 7.39 billion RMB in the second half of 2024, with a year-on-year growth rate of 18.6% [1] - Key drivers for market growth include internet audio and video distribution, real-time interaction, diversified AI training and inference, cloud network services, cloud gaming, and lightweight IT architecture migration for local industry clients [1][2] Market Overview - In the second half of 2024, lightweight model training and related processing in edge environments have become focal points for clients, stimulating rapid growth in the public and dedicated edge cloud service segments, maintaining an annual growth rate close to 20% despite a slowdown in existing demand from the internet sector [3] - Although large-scale data centers have deployed significant heterogeneous computing resources, the actual use of edge heterogeneous resources and products by industry clients remains in the early stages [3] - Major service providers are accelerating the expansion of edge nodes in hotspot areas, offering basic heterogeneous computing leasing, scheduling, and inference API services, while developing two clear growth paths: building large model API aggregation platforms and enhancing edge AI ecosystem collaboration [3][4] Market Outlook - The IDC has updated its long-term growth expectations for the edge cloud market, forecasting a compound annual growth rate of 20.3% from 2024 to 2029 [7] - The focus of clients and service providers has shifted towards edge AI and overseas edge scenarios, which are expected to bring significant incremental growth to the edge cloud market, potentially impacting existing resource structures and service output systems [9] - If services based on multimodal large models and audio-video AI can achieve large-scale promotion in the consumer market, edge cloud will continue to play a unique role in alleviating bandwidth pressure on core backend architecture and reducing long-term operational costs [9]

智通财经7月10日电，网宿科技(300017.SZ)公告称，公司持股5%以上股东、董事刘成彦计划在2025年8 月1日至10月31日期间，以集中竞价交易方式、大宗交易方式减持公司股份不超过49,251,757股，占公司 目前总股本的比例不超过2.01%，占剔除回购专户股份数后总股本的比例不超过2.02%。减持原因为个 人资金需求，减持方式为集中竞价交易和大宗交易。刘成彦承诺将严格遵守相关法律法规及公司规章制 度，并履行信息披露义务。 网宿科技：股东刘成彦计划减持不超过2.01%公司股份 ...

证券代码：300017 证券简称：网宿科技 公告编号：2025-061 | 股东名称 | 持股数量（股） | 占总股本的比例 | 占剔除回购专户股份 数后总股本的比例 | | --- | --- | --- | --- | | 刘成彦 | 197,007,029 | 8.06% | 8.06% | 网宿科技股份有限公司 关于持股5%以上股东、董事减持股份的预披露公告 持股5%以上股东、董事刘成彦先生保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 公司持股5%以上股东、董事刘成彦先生（持有公司股份197,007,029股，占 公司总股本比例的8.06%，占剔除回购专户股份数后总股本比例的8.06%）计划在 本公告披露之日起十五个交易日后的三个月内（2025年8月1日至2025年10月31日） 以集中竞价交易方式、大宗交易方式减持本公司股份不超过49,251,757股（占公 司总股本比例的2.01%，占剔除回购专户股份数后总股本比例的2.02%）。 网宿科技股份有限公司（以下简称"公司"）于202 ...

Investment Rating - Industry rating: Recommended [6] Core Insights - The GB300 is expected to start volume production in the second half of the year, with significant advancements in AI performance and capabilities [1][8] - The central government emphasizes high-quality development of the marine economy, with wind power generation rapidly increasing, accounting for over 12% of total power generation [2][10] - There is a strong growth in overseas AI demand, particularly from new enterprises, driving high capital expenditure in AI [3][14] Summary by Sections GB300 Launch - CoreWeave announced the first market delivery of the NVIDIA GB300 NVL72, featuring advanced AI performance with over exaflop capabilities and significant improvements in user response speed and throughput [1][8] Marine Economy Development - The central government is focusing on enhancing the marine economy through policy support and encouraging social capital participation, with wind power generation capacity rapidly increasing [2][10] Investment Recommendations - The report recommends focusing on the AI capital expenditure and related sectors, highlighting the growth potential in the optical module industry and PCB supply chain [3][14] - Specific beneficiary stocks include NewEase, Zhongji Xuchuang, and Tianfu Communication in the optical module sector, and China Telecom, China Mobile, and China Unicom in the telecommunications sector [3][16][17] - The marine economy sector is also highlighted, with companies like Zhongtian Technology and Hengtong Optic-Electric being potential beneficiaries [4][15]

证券代码：300017 证券简称：网宿科技 公告编号：2025-060 网宿科技股份有限公司（以下简称"公司"）于 2025 年 6 月 27 日召开了第 六届董事会第二十六次会议、第六届监事会第二十四次会议，审议通过《关于注 销公司<2020 年股票期权与限制性股票激励计划>第四个行权期已到期未行权股 票期权的议案》，截至公司 2020 年股票期权与限制性股票激励计划授予的股票期 权第四个行权期到期之日，有 74,000 份股票期权未行权，涉及 4 名激励对象。 根据《上市公司股权激励管理办法》的相关规定，股票期权各行权期结束后，激 励对象未行权的当期股票期权应当终止行权，上市公司应当及时注销。因此，公 司决定注销本激励计划授予股票期权第四个行权期已到期未行权的股票期权 74,000 份。 2025 年 7 月 4 日，经中国证券登记结算有限责任公司深圳分公司审核确认， 上述股票期权注销手续已办理完毕，具体情况如下： | 本次注销股票期权数量（份） | 本次注销股票期权数量占目前公司总股本的比例 | | --- | --- | | 74,000 | 0.0030% | 特此公告。 网宿科技股份有限公司董事会 ...

Group 1 - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of July 4, 2025 [1] - Alibaba leads the list with a market capitalization of approximately $259.36 billion [3] - Xiaomi and Pinduoduo follow, with market capitalizations of about $188.79 billion and $147.06 billion respectively [3] Group 2 - Meituan and NetEase rank sixth and seventh, with market capitalizations of $93.88 billion and $84.12 billion respectively [4] - Other notable companies include JD.com at $46.23 billion and Baidu at $29.68 billion [4] - The list includes a variety of companies from different sectors, such as Ideal Auto and Kuaishou, with market capitalizations of $27.77 billion and $32.88 billion respectively [4][5] Group 3 - The total market capitalization of the top 50 companies reflects the ongoing growth and competition within the Chinese technology sector [1] - The rankings are calculated based on the latest exchange rates, indicating the dynamic nature of the market [6] - Companies like NIO and Perfect World also feature in the rankings, showcasing the diversity of the industry [5][6]

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of July 3, 2025, highlighting significant players in the industry [1]. Group 1: Top Companies by Market Capitalization - Alibaba leads the list with a market capitalization of $2,641.6 billion [3]. - Xiaomi Group follows with a market cap of $1,925.84 billion [3]. - Pinduoduo ranks fourth with a valuation of $1,476.01 billion [3]. - Meituan and NetEase are also notable, with market caps of $963.67 billion and $842.15 billion, respectively [3][4]. Group 2: Additional Notable Companies - JD.com and SMIC (Semiconductor Manufacturing International Corporation) have market capitalizations of $468.06 billion and $449.86 billion, respectively [4]. - Kuaishou and Baidu are also included, with market caps of $329.93 billion and $297.16 billion [4]. - Other companies like Tencent Music, Li Auto, and Beike have market caps ranging from $211.93 billion to $296.92 billion [4][5]. Group 3: Companies with Lower Market Capitalization - Companies such as Vipshop, Kingdee International, and Ufine Network have market caps between $61.18 billion and $77.59 billion [5][6]. - The list continues with firms like Perfect World and Reading Group, which have market caps of $39.38 billion and $37.76 billion, respectively [6].

Group 1 - The core point of the article is that Wangsu Technology (300017.SZ) announced a capital increase for its subsidiary, Shenzhen Green Cloud Technology Co., Ltd. (referred to as "Green Cloud"), to enhance its business development and capital strength [1] - Green Cloud's main business involves the design, production, and delivery of liquid cooling products for data centers [1] - The capital increase is set at a pre-investment valuation of RMB 20 million, with a total of RMB 56.7 million raised from various investors, resulting in a new registered capital of RMB 6,662.3573 million for Green Cloud [1][2] Group 2 - Following the capital increase, Wangsu Technology will reduce its ownership in Green Cloud from 57.8076% to 29.43%, and Green Cloud will no longer be included in the company's consolidated financial statements [2] - The transaction includes the transfer of registered capital from Wangsu Technology to investors, with specific amounts of RMB 2,666.67 million and RMB 1,333.33 million for different investors [2]

国泰海通证券股份有限公司 关于网宿科技股份有限公司 调整募投项目不同实施主体投资金额的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 网宿科技股份有限公司（以下简称"网宿科技"或"公司"）非公开发行股票的 的保荐机构，根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管 规则》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监 管指引第 2 号——创业板上市公司规范运作》等相关法律、法规和规范性文件的 规定，对网宿科技调整募投项目不同实施主体投资金额事项进行了审慎核查，核 查情况如下： 一、募集资金基本情况 经中国证券监督管理委员会证监许可[2016]129 号文《关于核准网宿科技股 份有限公司非公开发行股票的批复》核准，公司向特定投资者非公开发行人民币 普通股（A 股）股票 81,218,421 股，每股面值为 1 元，发行价格为 43.95 元/股。 募集资金总额为 3,569,549,602.95 元，扣除发行费用 22,420,820.55 元，募集 资金净额为 3,547,128,782.40 元。国泰海通（曾用名：国泰君安证券股份有限 公司）作为 ...